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Overview of Invoicer (add-on module)

If you have the Invoicer add-on module, have attended the Introduction to contact management course, or are familiar with managing contacts using CONTACTfile or ContactMaker, this is the course will extend your use of the program to Quoting and Invoicing. Bring your own laptop if you can. If you do, your installation will be upgraded to the lastest version free of charge.

Program Function

  • The concept of a job
  • Setting up items for sale or services offered
  • Coping with VAT
  • Issuing a quotation
  • Quotation layout options
  • Printing, saving, and sending a quotation
  • Following up the quotation (reminder)
  • Creating an invoice
  • Printing, saving, and sending an invoice
  • Record invoice as paid
  • Printing the invoice list